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Add existing Custom Fields to a new location

You can add existing Custom Fields to other Spaces, Folders, and Lists from tasks, from the Sidebar, and from views. Custom Fields added at the Everything level are applied to every task in your Workspace.
For information on creating new Custom Fields, see Create Custom Fields.

What you'll need

  • 60 Custom Field uses are available on the Free Forever Plan.
  • Unlimited uses are available on paid plans.
  • Individual Custom Fields can be hidden from all guests.
  • Guests can't create and add Custom Fields.

Add existing Custom Fields from a task using Task view 2.0

You can add existing Custom Fields from any task. The Custom Field will be added to the List where the task is located.

To add an existing Custom Field in Task view 2.0:
  1. Open a task.
  2. Scroll down to the Custom Fields table under the task description.
  3. To the lower-right of the Custom Fields table, click + Add or edit fields.
  4. Click use an existing field.
  5. Find the Custom Field you want to add:
    • Search: Enter a Custom Field name into the search field.
    • Browse: Click the type headings to expand a list of available Custom Fields. You can also click places to reveal where each Custom Field is used in your Workspace.
  6. Hover over the Custom Field you want to add to your tasks.
  7. Click Use this field.

Add existing Custom Fields from a task using Task view 3.0

You can add existing Custom Fields from any task. The Custom Field will be added to the List where the task is located.
To add an existing Custom Field in Task view 3.0:
  1. Open a task.
  2. Under the Custom Fields section, click + Add or edit fields.
  3. Click use an existing field.
  4. Find the Custom Field you want to add:
    • Search: Enter a Custom Field name into the search field.
    • Browse: Click the type headings to expand a list of available Custom Fields. You can also click places to reveal where each Custom Field is used in your Workspace.
  5. Hover over the Custom Field you want to add to your tasks.
  6. Click Use this field.

Screenshot of someone adding a Custom Field to a task using Task view 3.0.

Add existing Custom Fields from the Sidebar

To add existing Custom Fields to a Space, Folder, or List:
  1. In your left Sidebar, hover over any Space, Folder, or List.
  2. Click the ellipsis ... icon.
  3. Click settings.
  4. Click Custom Fields.
  5. Click use an existing field.
  6. Find the Custom Field you want to add:
    • Search: Enter a Custom Field name into the search field.
    • Browse: Click the headings to expand a list of available Custom Fields. You can also click places to reveal where each Custom Field is used in your Workspace.
  7. Hover over the Custom Field you want to add to your tasks.
  8. Click Use this field.

Add existing Custom Fields from List view

Add existing Custom Fields to a Space, Folder, or List from a List view:
  1. Open a List view.
  2. There are two ways to add existing Custom Fields:
    • On the right, click the + icon.
    • In the upper-right corner, click Show and select Columns.
  3. Click Use field from library.
  4. Find the Custom Field you want to add:
    • Search: Enter a Custom Field name into the search field.
    • Browse: Click the headings to expand a list of available Custom Fields. You can also click places to reveal where each Custom Field is used in your Workspace.
  5. Hover over the Custom Field you want to add to your Space, Folder, or List.
  6. Click Use this field.

Add existing Custom Fields from Table view

You can add existing Custom Fields to a Space, Folder, or List from a Table view:
  1. Open any Table view.
  2. There are three ways to add existing Custom Fields:
    • On the right, click the + icon.
    • In the upper-right corner, click Columns and select + Add Column.
    • In the upper-right corner, click Show and select Columns.
  3. Click Use field from library.
  4. Find the Custom Field you want to add:
    • Search: Enter a Custom Field name into the search field.
    • Browse: Click the headings to expand a list of available Custom Fields. Click places to see where each Custom Field is used in your Workspace.
  5. Hover over the Custom Field you want to add to a Space, Folder, or List.
  6. Click Use this field.

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